New Pipelines Have the Permian Basin Ready to Soar
The Permian Basin has never had trouble attracting attention. When you produce more crude oil than any other U.S. basin, drive the nation’s production growth and send ever larger volumes of natural gas and NGLs toward the Gulf Coast, people notice. But the next chapter of the Permian story will require more than drilling another well or building another pipeline. It will depend on how producers, midstream companies and downstream markets handle a growing, increasingly interconnected stream of hydrocarbons. Put simply, getting more oil out of the ground means finding a home for everything that comes with it.
In this report, trace the infrastructure, production outlook and commercial decisions shaping the Permian’s future. Drawing on RBN analysis and Novi Labs data, we examine where capacity is expanding, where constraints may emerge and how the basin’s changing resource base affects development. The central question is straightforward: Can the entire value chain keep pace with the country’s most important producing basin?
Key takeaways from the report include:
Permian Gas Production Could Jump With New Pipeline Capacity
Second Wave of Gas Pipelines Aims to Put Curtailments in the Past
New Pipelines Boost Gas Economics, But Oil Still Drives Activity
Complex Infrastructure, Major Players Keep Permian NGLs Flowing
Fractionation, Storage Are Essential in Plans to Boost NGL Exports
Permian Crude Output Could Be Headed for More Mature Phase
"Fly Like an Eagle" is included in RBN & Novi’s 2026 Drill Down report series, a suite of reports covering many of the key issues expected to impact the markets for crude oil, natural gas and natural gas liquids. Drill Down reports are part of RBN Backstage Pass™ premium resources that also include Blog Archive Access, Spotcheck Indicators, Market Fundamentals Webcasts, Get-Togethers and more. By subscribing to RBN’s Backstage Pass™ Premium Services, you plug into our network and get direct access to our premium resources.
